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Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1851
Elyxium Wealth
California
$23K
ISWM
1852
Intesa Sanpaolo Wealth Management
$23K
HWA
1853
Heritage Wealth Advisors
Virginia
$22.8K
PFM
1854
Phillips Financial Management
Indiana
$22.3K
CSB
1855
City State Bank
Iowa
$22.2K
MFT
1856
Moisand Fitzgerald Tamayo
Florida
$21.7K
JGIA
1857
Jackson Grant Investment Advisers
Connecticut
$21.1K
GAMC
1858
Garner Asset Management Corp
Texas
$20.6K
WPA
1859
Wealth Preservation Advisors
Tennessee
$20.5K
P
1860
Palladiem
Pennsylvania
$19.1K
FDW
1861
Fourth Dimension Wealth
Ohio
$18.8K
SMA
1862
Sage Mountain Advisors
Georgia
$18.1K
NECFA
1863
New England Capital Financial Advisors
Connecticut
$17.5K
NRG
1864
Nemes Rush Group
Michigan
$17.2K
QA
1865
Quattro Advisors
Pennsylvania
$15.7K
WAG
1866
Windsor Advisory Group
Ohio
$15.6K
TVWM
1867
Tower View Wealth Management
Wisconsin
$15.3K
ACA
1868
Atlas Capital Advisors
Wyoming
$14.1K
QC
1869
Quent Capital
New York
$13.7K
TF
1870
Tompkins Financial
New York
$13K
HNW
1871
High Note Wealth
Minnesota
$12.4K
CT
1872
Coastline Trust
Rhode Island
$12.3K
BHWM
1873
Beaird Harris Wealth Management
Texas
$12K
VWA
1874
VSM Wealth Advisory
Maryland
$12K
HCM
1875
Hollencrest Capital Management
California
$11.7K